Civic Intelligence

The David & Phyllis Murphy Charitable Foundation

990PF • Fiscal year 2019 • EIN 42-1477942

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

Organization Profile
930 12th St NEMason City, IA 50401

(641) 424-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

29th percentile

-6.2%

Higher net margin than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

39th percentile

-0.3%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-33%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,144,092

Down $3,499 (-0.3%) from 2018

Net Assets

Down

$1,144,092

Down $3,499 (-0.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin29th percentile

Revenue

Down

$56,134

Down $27,565 (-33%) from 2018

Expenses

Down

$59,633

Down $37,651 (-39%) from 2018

Net Income

Up

-$3,499

Up $10,086 (+74%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $394,752Liabilities 2012: $02012Assets 2013: $400,150Liabilities 2013: $02013Assets 2014: $422,360Liabilities 2014: $02014Assets 2015: $438,387Liabilities 2015: $0Net Assets 2015: $438,3872015Assets 2016: $420,800Liabilities 2016: $0Net Assets 2016: $420,8002016Assets 2017: $1,161,176Liabilities 2017: $0Net Assets 2017: $1,161,1762017Assets 2018: $1,147,591Liabilities 2018: $0Net Assets 2018: $1,147,5912018Assets 2019: $1,144,092Liabilities 2019: $0Net Assets 2019: $1,144,0922019Assets 2020: $2,030,456Liabilities 2020: $0Net Assets 2020: $2,030,4562020Assets 2021: $2,100,951Liabilities 2021: $0Net Assets 2021: $2,100,9512021Assets 2022: $10,544,797Liabilities 2022: $0Net Assets 2022: $10,544,7972022Assets 2023: $9,995,327Liabilities 2023: $0Net Assets 2023: $9,995,3272023Assets 2024: $9,846,862Liabilities 2024: $0Net Assets 2024: $9,846,8622024Assets 2025: $10,145,601Liabilities 2025: $0Net Assets 2025: $10,145,6012025

Highlighted filing

2019

Assets$1,144,092
Liabilities$0
Net Assets$1,144,092
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2012: $13,158Expenses 2012: $30,485Net Income 2012: -$17,3272012Revenue 2013: $35,215Expenses 2013: $29,817Net Income 2013: $5,3982013Revenue 2014: $52,831Expenses 2014: $30,621Net Income 2014: $22,2102014Revenue 2015: $47,552Expenses 2015: $31,525Net Income 2015: $16,0272015Revenue 2016: $16,306Expenses 2016: $33,893Net Income 2016: -$17,5872016Revenue 2017: $1,084,987Expenses 2017: $32,839Net Income 2017: $1,052,1482017Revenue 2018: $83,699Expenses 2018: $97,284Net Income 2018: -$13,5852018Revenue 2019: $56,134Expenses 2019: $59,633Net Income 2019: -$3,4992019Revenue 2020: $954,644Expenses 2020: $68,280Net Income 2020: $886,3642020Revenue 2021: $175,708Expenses 2021: $105,213Net Income 2021: $70,4952021Revenue 2022: $11,501,385Expenses 2022: $176,050Net Income 2022: $11,325,3352022Revenue 2023: $87,445Expenses 2023: $636,915Net Income 2023: -$549,4702023Revenue 2024: $418,844Expenses 2024: $567,309Net Income 2024: -$148,4652024Revenue 2025: $904,345Expenses 2025: $605,606Net Income 2025: $298,7392025

Highlighted filing

2019

Revenue$56,134
Expenses$59,633
Net Income-$3,499
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS MURPHYChmn Of Board-$0--
JOHN F WELCHVice-President-$0--
SOCRATES G PAPPAJOHNSecretary/Treasurer-$0--
ROBERT MAROLFVice-President-$0--
Filing and Contact Details

Filer

Filer Name
The David & Phyllis Murphy Charitable
EIN
42-1477942
Phone
6414245000
Address
930 12TH ST NE, MASON CITY, IA 50401

Signing Officer

Name
John Welch
Title
Vice-president
Phone
6414233409
Signed
2019-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
TEN NORTH WASHINGTON AVENUE SUITE, 200, MASON CITY, IA 50401
Preparer
Karen Kiss
Phone
6414942109
Raw XML AppendixShowing 400 of 652 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05740
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RSM US LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01148
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04592
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK OF AMERICA CUSIP: 06051GFF1 4.000% DUE 04/01/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BP CAPITAL MARKET CUSIP: 05565QCD8 2.750% DUE 05/10/2023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CITIGROUP INC CUSIP: 172967FT3 4.500% DUE 01/14/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GOLDMAN SACHS GR CUSIP: 38141GGS7 5.750% DUE 01/24/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4JPMORGAN CHASE & CO DTD 01/23/12 4.500% DUE 01/24/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5MIDAMERICAN ENERGY CUSIP: 595620AM7 3.500% DUE 10/15/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6MORGAN STANLEY CUSIP: 6174468C6 4% DUE 7/23/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7COMCAST CORP CUSIP: 20030NBA8 5.15% DUE 3/1/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8JP MORGAN CHASE & CO CUSIP: 46625HKC3 3.125% DUE 1/23/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9PEPSICO INC CUSIP: 713448DN5 2.375% DUE 10/6/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10PRUDENTIAL FIN CUSIP: 74432QBZ7 3.5% DUE 5/15/24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11ANHEUSER-BUSCH 2.65% DUE 2/1/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CATERPILLAR FINL 1.7% DUE 8/9/21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13SIMON PPTY 3.375% DUE 6/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14PRINCIPAL FINL 3.1% DUE 11/15/26 CUSIP: 74251VAM4
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15PNC FUNDING CORP 3.3% DUE 3/8/22 CUSIP: 693476BN2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16MERK & CO 2.35% DUE 2/10/22 CUSIP: 58933YAQ8
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17HOME DEPOT 3.25% DUE 3/1/22 CUSIP: 437076BV3
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18GEN DYNAMICS 3% DUE 5/11/21 CUSIP: 369550BE7
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02103
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21010
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt45175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt54144
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt65143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt75127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt82983
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt94777
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt103097
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt114960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt124789
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt132031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt142841
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt152027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt162977
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt173056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt184038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02134
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15059
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21051
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35384
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt45267
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt54211
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt65348
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt75082
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt83084
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt94974
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt103158
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt115027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt124946
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt132076
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt143009
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt152054
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt163023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt173093
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt184065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt622929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt715927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt814072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt917427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1013946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt118948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1317736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt168756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt177472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt206360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt228058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt239424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2410683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2614290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2712615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2915261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3110135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3311168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt348742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt359652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt369268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt378518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt388941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3910909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4010334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4120315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4310100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt446064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt458452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt468763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4711292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt488883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt032465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt229094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt322719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt634933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt712971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt820969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1020741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1114025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1317833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt148093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1512534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1610985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1716068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1810756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt194944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2011016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt228411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt239333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2412745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt258489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2635263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2718065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt288639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2928070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt307950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3117759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3312517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt346325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt356506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt369774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3712005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt386304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3910546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4018817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4117668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt424676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4317468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4417335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt457339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4623830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4723025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4810862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHIPOTLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CONSTELLATION BRAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FACEBOOK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FED EX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8INTERCONTINENTAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9REGENERON PHARMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AKAMAI TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ARISTA NETWORKS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BLACKROCK INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BROWN FORMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CONTINENTAL RESOURCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COSTAR GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FORTINET INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HUNTINGTON INGALLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INTUITIVE SURGICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21IPG PHOTONICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JAZZ PHARMACEUTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MONSTER BEVERAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NETFLIX INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SEI INVESTMENTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SS&C TECHNOLOGS HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SYNOPSYS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32UNITED THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33UNIVERSAL HEALTH SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34URBAN OUTFITTERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WALGREENS BOOTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ZAYO GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DANAHER GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EXELIXIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FIRST REPUBLIC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FLEETCOR TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LAS VEGAS SANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PARSLEY ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43RINGCENTRAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SQUARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45STEEL DYNAMICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46VEEVA SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WORKDAY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48IONIS PHARMACEUTICALS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0219753
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0225299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2143601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3121230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALEXANDRIA REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PROLOGIS INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ENTREPRENEUR US ALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ENTREPRENEURSHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt010300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2165358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3150363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019043
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036997
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt094
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt056134
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt056134
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01148
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04592
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05740
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036997
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0357
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01072
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01429
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019043
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019043
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3499
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0135302
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036997
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07490
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt046005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt059633
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt056134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt056134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01505
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013280
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt195249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt219874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt219874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt036997
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3499
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01144092
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01147591
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01144092
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt067746
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt067746
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt067746
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt068603
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0857
IRS990PF/DistributableAmountGrp/TotalTaxAmt0857
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0857
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0857
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0857
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0857
IRS990PF/FMVAssetsEOYAmt01429819
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0404758
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0404758
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt071108
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt070588
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt072045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0569313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0522649
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0742847
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0262076
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0286479
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0345005
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0742833
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0739334
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt026664
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt044623
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt044623
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01147591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01144092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01429819
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01147591
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01144092
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01147591
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01144092
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0218430
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0219753
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0225299
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01392944
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033293
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01359651
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020894
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt068603
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01372050
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01392944
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.04
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.04
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.04
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.04
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHYLLIS MURPHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F WELCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SOCRATES G PAPPAJOHN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT MAROLF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHMN OF BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0930 12TH ST NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1922 12TH ST NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2103 EAST STATE ST SUITE 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3299 PARKRIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MASON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MASON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MASON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MASON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd150401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd250401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd350401

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,144,092
Liabilities
$0
Net assets
$1,144,092
Revenue
$56,134
Expenses
$59,633
Net income
-$3,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.90$0.61$0.30
2024Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$0.42$0.57$0.15
2023Detailed filing. Detailed filing data is available for this year.$10.00$0.00$10.00$0.09$0.64$0.55
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$11.5$0.18$11.3
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.18$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.95$0.07$0.89
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.06$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.08$0.03$1.05
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.05$0.03$0.02
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.05$0.03$0.02
2013Summary only. Only limited summary data is available for this year.$0.40$0.00$0.04$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.01$0.03$0.02